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Spire Wealth Management’s Spire SR Stock Holding History

Spire Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6
Closed -$543 – 2369
2026
Q1 		$543 Buy
+6
New +$527 ﹤0.01% 2232
2024
Q2 		– Sell
-14
Closed -$859 – 2381
2024
Q1 		$859 Hold
14
– – ﹤0.01% 2229
2023
Q4 		$823 Hold
14
– – ﹤0.01% 2293
2023
Q3 		$792 Hold
14
– – ﹤0.01% 2290
2023
Q2 		$888 Sell
14
-16
-53% -$1.07K ﹤0.01% 2322
2023
Q1 		$2.1K Sell
30
-18
-38% -$1.28K ﹤0.01% 2254
2022
Q4 		$3K Buy
+48
New +$3.27K ﹤0.01% 1997

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Spire Wealth Management's SR Position: Q2 2026 in Review

Spire Wealth Management sold out of Spire (SR) in Q2 2026, closing a stake of 6 shares — an estimated $543 sold.

Spire Wealth Management first reported a position in SR in Q4 2022 and held it in 7 quarters. The position peaked at $3K in Q4 2022. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Spire Wealth Management reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 6 Spire shares in Q2 2026, an estimated $543.
  • Spire Wealth Management first reported a position in Spire in Q4 2022 and held it in 7 quarters.
  • Spire Wealth Management's Spire position peaked at $3K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.